Pool Corp
POOL- Exchange
- Nasdaq
- Industry
- Wholesale-Misc Durable Goods
- SEC CIK
- 0000945841
No open-market purchases or sales by Pool Corp insiders were filed in the last 90 days; 618 institutions reported holding it in 13F filings for Q2 2026, worth $8.63B in total; superinvestors Weitz Investment Management and Chou Associates hold it.
13F holders, Q1 2024
Institutional positions in Pool Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 771
- +18 vs. Q4 2023
- Shares held
- 39.2M
- −389.9K (−1.0%) vs. Q4 2023
- Total value
- $15.8B
- +$29.9M (+0.2%) vs. Q4 2023
- New holders
- 82
- 307 more added
- Sold out
- 64
- 268 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting POOL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 618 | $8.63B |
| Q1 2026 | 605 | $7.53B |
| Q4 2025 | 652 | $8.45B |
| Q3 2025 | 708 | $11.8B |
| Q2 2025 | 722 | $12.0B |
| Q1 2025 | 735 | $12.3B |
| Q4 2024 | 741 | $12.9B |
| Q3 2024 | 721 | $14.2B |
| Q2 2024 | 744 | $12.0B |
| Q1 2024 | 771 | $15.8B |
| Q4 2023 | 761 | $15.8B |
| Q3 2023 | 725 | $14.2B |
| Q2 2023 | 706 | $14.9B |
| Q1 2023 | 692 | $13.6B |
| Q4 2022 | 663 | $11.9B |
| Q3 2022 | 652 | $12.7B |
| Q2 2022 | 673 | $13.9B |
| Q1 2022 | 712 | $16.2B |
| Q4 2021 | 734 | $21.0B |
| Q3 2021 | 696 | $16.1B |
| Q2 2021 | 675 | $17.0B |
| Q1 2021 | 611 | $12.8B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 110 | $44.4K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 119 | $48.0K | 0.00% | +58+95.1% | Added |
| Massmutual Trust Co FSB | 132 | $53.3K | 0.00% | +5+3.9% | Added |
| Pinnacle Financial Partners Inc | 135 | $54.5K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 141 | $56.9K | 0.00% | −65−31.6% | Reduced |
| Central Trust Co | 143 | $57.7K | 0.00% | −356−71.3% | Reduced |
| Global Retirement Partners, LLC | 148 | $59.7K | 0.00% | −7−4.5% | Reduced |
| HM Payson & Co | 150 | $60.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 157 | $63.5K | 0.00% | +135+613.6% | Added |
| Shell Asset Management Co | 207 | $64.0K | 0.00% | −23−10.0% | Reduced |
| Quadrant Capital Group LLC | 160 | $64.6K | 0.01% | −6−3.6% | Reduced |
| Umb Bank N A | 164 | $66.2K | 0.00% | +113+221.6% | Added |
| Quest Partners LLC | 170 | $68.6K | 0.01% | −2,057−92.4% | Reduced |
| Penserra Capital Management LLC | 174 | $70.0K | 0.00% | −170−49.4% | Reduced |
| JFS Wealth Advisors, LLC | 174 | $70.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 187 | $75.5K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 189 | $76.3K | 0.03% | +70+58.8% | Added |
| Meeder Asset Management Inc | 193 | $77.9K | 0.00% | −450−70.0% | Reduced |
| Sentry Investment Management LLC | 197 | $79.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 201 | $81.1K | 0.00% | −4−2.0% | Reduced |
| Caitlin John, LLC | 205 | $82.7K | 0.06% | +205 | New |
| Hall Laurie J Trustee | 210 | $85.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 219 | $88.4K | 0.02% | +23+11.7% | Added |
| American National Bank | 226 | $91.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 228 | $92.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 228 | $92.0K | 0.07% | +1+0.4% | Added |
| Proequities, Inc. | 247 | $99.7K | 0.01% | +25+11.3% | Added |
| Cambridge Trust Co | 280 | $113.0K | 0.00% | −126−31.0% | Reduced |
| GAMMA Investing LLC | 311 | $125.5K | 0.03% | +48+18.3% | Added |
| Colonial Trust Co | 322 | $129.9K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328 | $132.3K | 0.01% | −561−63.1% | Reduced |
| SOA Wealth Advisors, LLC. | 354 | $142.8K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 357 | $144.1K | 0.05% | +357 | New |
| Smartleaf Asset Management LLC | 377 | $156.3K | 0.03% | −8−2.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 409 | $165.2K | 0.03% | +50+13.9% | Added |
| GWM Advisors LLC | 416 | $167.7K | 0.00% | −183−30.6% | Reduced |
| Acadian Asset Management LLC | 421 | $169.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 424 | $171.1K | 0.13% | +424 | New |
| Mendota Financial Group, LLC | 425 | $171.5K | 0.10% | −20−4.5% | Reduced |
| Gen-Wealth Partners Inc | 434 | $175.1K | 0.09% | +434 | New |
| Federated Hermes, Inc. | 454 | $183.2K | 0.00% | +311+217.5% | Added |
| Harbor Capital Advisors, Inc. | 464 | $187.0K | 0.02% | +464 | New |
| Mather Group, LLC. | 505 | $201.3K | 0.00% | 00.0% | Unchanged |
| RMR Wealth Builders | 500 | $201.8K | 0.02% | −5−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 500 | $201.8K | 0.01% | +500 | New |
| 1858 Wealth Management, LLC | 507 | $202.1K | 0.19% | 00.0% | Unchanged |
| Lido Advisors, LLC | 501 | $202.3K | 0.00% | −16−3.1% | Reduced |
| Eagle Bay Advisors LLC | 512 | $206.6K | 0.13% | −94−15.5% | Reduced |
| Fundamentun, LLC | 513 | $207.0K | 0.02% | +513 | New |
| AMJ Financial Wealth Management | 521 | $210.2K | 0.07% | +521 | New |
| Intech Investment Management LLC | 537 | $216.7K | 0.00% | −628−53.9% | Reduced |
| NEOS Investment Management LLC | 537 | $216.7K | 0.01% | −9−1.6% | Reduced |
| Prospera Financial Services Inc | 537 | $216.9K | 0.01% | +537 | New |
| Regal Investment Advisors LLC | 541 | $218.3K | 0.01% | −100−15.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 550 | $221.9K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 551 | $222.3K | 0.01% | −125−18.5% | Reduced |
| Magnolia Capital Advisors LLC | 627 | $226.4K | 0.19% | +627 | New |
| Capital Asset Advisory Services LLC | 577 | $228.7K | 0.01% | +37+6.9% | Added |
| Horizon Investments, LLC | 570 | $229.3K | 0.01% | −13−2.2% | Reduced |
| Assetmark, Inc | 570 | $230.0K | 0.00% | +157+38.0% | Added |
| Two Sigma Securities, LLC | 572 | $230.8K | 0.01% | +572 | New |
| Huntington National Bank | 572 | $230.8K | 0.00% | +541+1,745.2% | Added |
| Guardian Wealth Advisors, LLC | 582 | $234.8K | 0.03% | +582 | New |
| Wedmont Private Capital | 590 | $236.0K | 0.02% | +30+5.4% | Added |
| Eqis Capital Management, Inc. | 587 | $236.7K | 0.02% | −178−23.3% | Reduced |
| Associated Banc-Corp | 588 | $237.3K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 593 | $239.0K | 0.00% | +9+1.5% | Added |
| Rinkey Investments | 598 | $241.3K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 601 | $242.5K | 0.02% | +73+13.8% | Added |
| Thoroughbred Financial Services, LLC | 611 | $246.0K | 0.02% | −2,512−80.4% | Reduced |
| Simon Quick Advisors, LLC | 612 | $246.9K | 0.02% | +69+12.7% | Added |
| Epic Trust Investment Advisors, LLC | 614 | $247.9K | 0.31% | +71+13.1% | Added |
| Signaturefd, LLC | 619 | $249.8K | 0.01% | +23+3.9% | Added |
| Gitterman Wealth Management, LLC | 621 | $251.5K | 0.10% | +52+9.1% | Added |
| Y.D. More Investments Ltd | 628 | $253.3K | 0.04% | −1,291−67.3% | Reduced |
| QRG Capital Management, Inc. | 629 | $253.8K | 0.00% | +56+9.8% | Added |
| Capstone Investment Advisors, LLC | 632 | $255.0K | 0.00% | +632 | New |
| Investment Management Corp of Ontario | 636 | $256.6K | 0.01% | −300−32.1% | Reduced |
| Avidian Wealth Solutions, LLC | 636 | $256.6K | 0.01% | +10+1.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 640 | $256.8K | 0.15% | +37+6.1% | Added |
| Impact Partnership Wealth, LLC | 640 | $258.6K | 0.10% | +123+23.8% | Added |
| Summit Trail Advisors, LLC | 647 | $261.0K | 0.01% | +647 | New |
| Colony Group, LLC | 670 | $270.0K | 0.00% | +670 | New |
| American Trust | 674 | $272.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 679 | $274.0K | 0.02% | +71+11.7% | Added |
| Ballentine Partners, LLC | 689 | $278.0K | 0.01% | −25−3.5% | Reduced |
| KG&L Capital Management,LLC | 691 | $278.8K | 0.11% | −355−33.9% | Reduced |
| Wedbush Securities Inc | 700 | $282.0K | 0.01% | +700 | New |
| Aigen Investment Management, LP | 702 | $283.3K | 0.06% | +702 | New |
| Oarsman Capital, Inc. | 722 | $291.3K | 0.07% | +5+0.7% | Added |
| Koshinski Asset Management, Inc. | 735 | $296.6K | 0.03% | +735 | New |
| Legacy Wealth Asset Management, LLC | 736 | $297.0K | 0.08% | −3−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 738 | $297.8K | 0.05% | +738 | New |
| Wahed Invest LLC | 739 | $298.2K | 0.07% | +130+21.3% | Added |
| Mutual Advisors, LLC | 739 | $298.3K | 0.01% | −72−8.9% | Reduced |
| NorthRock Partners, LLC | 740 | $298.6K | 0.01% | +51+7.4% | Added |
| CNB Bank | 740 | $298.6K | 0.15% | +187+33.8% | Added |
| Beacon Pointe Advisors, LLC | 742 | $299.4K | 0.00% | −906−55.0% | Reduced |
| Tiaa Trust, National Association | 747 | $301.4K | 0.00% | +30+4.2% | Added |
| Vestcor Inc | 754 | $304.0K | 0.01% | −57−7.0% | Reduced |